See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,557 | $155,788-58.6% | $124,672-48.2% | $167,490-61.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 8.79% | 17.97%-9.2pp | 5142.93%-5134.1pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,801 | $4,163-56.7% | $3,324-45.8% | $4,837-62.8% |
| Participant deferral / active EE | $1,801 | $5,673-68.3% | $4,614-61.0% | $6,341-71.6% |
| Admin fee / account holder | $735 | $9,531-92.3% | $7,493-90.2% | $12,309-94.0% |